# Best Practices

# Best Practices
CONTENT

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Purchasing 2.0: A Deep Dive into Dynamics SL Advanced Purchasing Options

Join this session for a deep dive into the Dynamics SL Advance Purchasing Options. Learn the benefits of leveraging the below modules: •Requisitions •Order Management PO Creation •Service PO Creation •Inventory Replenishment •Landed Cost This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate

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Staying Current and Compliant in a Highly-regulated Industry

Join this member-led session, where Arrowhead Pharmaceutical, a life sciences company,  will share the challenges, approaches, and tactics it uses to  stay current with continuous updates from Microsoft, while effectively  remaining compliant in this highly-regulated industry. The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.

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Excel Tables Rock! How Have You Rolled Without 'em?

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Change Requires Management - The Secret to CRM Success

Why do so many CRM projects ‘fail’, or at least not achieve all of their objectives? A major reason is that the business is not properly prepared for the change brought by the new system. Andrew Bibby, Microsoft MVP, discusses some of the primary change management obstacles typically encountered on Dynamics 365 CRM projects. Then, using methods backed by 20 years of independent research by Prosci, he will put forward ways in which you can address these problems and increase your chances of project success! The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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DevOps for Small and Medium Dynamics 365 Implementations

Successful enterprise projects use a variety of continuous integration and advanced DevOps tools.  These tools and techniques take significant time and investment as well as ongoing maintenance to ensure the process runs smoothly.  What about the small implementations with a handful of users and potentially only one or two citizen developers building the business application?  This session covers some simple best practices, tools and techniques to ensure the work on small to medium Dynamics 365 and Power Platform business application development is properly archived in source control and updates are rolled out in a simple, but controlled fashion. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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Fixed Assets Jumpstart (GP)

This session will touch on several aspects of Fixed Assets, beyond the setup windows and into the practical use of the module. Learning Objectives: •Learn how to import assets into your GP Fixed Assets from your old system using Excel •Learn ways to expedite the month-end close process •Tie out depreciation and gain efficiency in your process This session is geared for an audience with a basic skill set. This session will be available for CPE credits pending completion of session survey post event.

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How to Get Your Customers to Pay Their Invoices Faster!

Collecting payments is a necessary part of doing business. Unfortunately for many companies, it remains a manual and error-prone process that actually accrues more expenses and security threats. In this session, you will learn how to speed up the accounts receivable process, cut down on unnecessary costs associated with payment acceptance, and learn how to secure customer payment information within Microsoft Dynamics.

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Power Automate: Building enterprise-ready flows

In this session, learn how to create flows that run flawlessly and handle unexpected errors.  See demos of best practices for building enterprise-ready flows.  Learn the life cycle development of a flow: planning, designing and making, testing, deployment, troubleshooting, and maintaining.  At the completion of this session, you'll understand the principles, practices, methods, and patterns for designing flows that will make you the Flow Master at your organization and the envy of your peers! Session Level: Basic

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Security in Dynamics 365 CE (Power Platform)

One of the most critical features of Dynamics 365 and the Power Platform is its intuitive, yet powerful, security model.  In this presentation, we will dive into the “basics” of setting up security for your organization and then spend some time discussing best practices and some maintenance considerations.  The content of this session is geared toward an audience with basic to intermediate-level knowledge of Dynamics 365 Customer Engagement The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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Transform your Business with the Power of Cloud – Understand your Options for Dynamics AX

It’s no surprise that enterprise and mid-market organizations are benefiting from the investments made in cloud security, R&D and cyber security experts. Ongoing economic and global uncertainty has led many business leaders to fully recognize that migrating to the cloud is critical to their business continuity and success. The question is no longer IF, but WHEN to move their mission critical applications to the cloud. During this session we’ll discuss ‘what’s possible’ when you transform your business with the power of cloud. Dynamics AX end of support (EOS), remote workforce and business continuity issues have forced organizations to re-think their on-premises operations or face the potential risks and consequences of non-supported mission-critical business applications. Join us and discover cost-effective cloud migration strategies and the extensive benefits your organization will gain from a full transformation to the cloud. This session will be available for CPE credits pending completion of session survey post event. Level: Basic

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Advanced Mfg Costing - Testing the Limits

In this session, we will be breaking down the common cost components involved in manufacturing: how do we set these up, but more importantly, how do we utilize these to our advantage during in the manufacturing process? Suitable for accountants and non-accountants: anyone who has an interest in the cost makeup of a typical production run. How do we best use the tools available within Business Central, even those that you may already be familiar with, and hopefully a few more, to maximize our analysis potential.  This session will be available for CPE credits pending completion of session survey post event. Level: Advanced 

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CRM Admin - How to Stay Up to Date on the Latest Release(s)

Join this session to learn how to stay ahead of the Microsoft release schedule. Participants will learn: 1) Microsoft release cadence and preparation tips; 2) Where to manage the release; 3) Tips on how to communicate and manage the release cycle within your organization The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.